See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,219 | $209,411-11.1% | $178,490+4.3% | $158,922+17.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.84% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,936 | $5,706-31.0% | $5,011-21.4% | $4,761-17.3% |
| Participant deferral / active EE | $12,716 | $5,954+113.6% | $5,202+144.5% | $5,982+112.6% |
| Admin fee / account holder | $1,601 | $17,074-90.6% | $13,984-88.6% | $11,246-85.8% |